See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 8-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $12,872 | $48,795-73.6% | $65,493-80.3% | $84,808-84.8% |
| Participation rate | 100.0% | 67.0%+33.0pp | 73.1%+26.9pp | 68.3%+31.7pp |
| Annual return | 24.22% | 20.20%+4.0pp | 982.45%-958.2pp | 40.90%-16.7pp |
| Employer contribution / active EE | $1,046 | $1,930-45.8% | $2,574-59.4% | $2,631-60.3% |
| Participant deferral / active EE | $3,395 | $2,928+15.9% | $3,961-14.3% | $4,212-19.4% |
| Admin fee / account holder | $177 | $3,877-95.4% | $5,028-96.5% | $7,344-97.6% |